Description:
This is a remote position centered in the Chicago area, involving travel within designated territories.
Position Responsibilities
On-site enrollment/education services:
- Working with intermediaries to schedule and conduct effective enrollment/education meetings (in both English and Spanish (if applicable)) that communicate retirement plan and investment concepts as appropriate to meet the employee/participant and plan sponsor needs
- Respond to questions/concerns regarding John Hancock investments, products and the use of 401(k) retirement savings programs
- Assist plan sponsors and intermediaries who wish to conduct on-site enrollment meetings to ensure that John Hancock is appropriately represented and that enrollment tools are used effectively
- Work closely with intermediaries and plan sponsors to grow assets under management through effective employee education and enrollment initiatives
- Coordinate the delivery of materials (as determine vital) for use in on-site enrollment/education meetings
Participation In Virtual Enrollment/education Meeting Delivery
- Facilitate and deliver remote presentations including group enrollment/education meetings and the ordering of materials as required
- Support delivery of website demonstrations for internal and external partners
Job Requirements
- College degree (or equivalent work experience in education or the pension and/or defined contribution sector)
- Two to three years of similar experience
- Life insurance and variable license as determined for territory coverage within 3-6 mos. of hire
- FINRA SIE and/or Series 7 or 6 and 63 within 6 months of hire
- Industry designations such as APA, APR ChFC etc. a plus
- Spanish bilingual skills (Must have)
Preferred Qualifications
Company and product knowledge
- Good understanding of qualified retirement plan participant education needs
- Thorough understanding of John Hancock’s relationship with intermediary partners
- Strong understanding of investment and market principles
- Strong ability to prioritize tasks, excellent time management and organization skills
- Ability to work both independently and collaboratively in a team environment
Presentation skills
- Strong verbal communication skills
- Excellent presentation skills; able to demonstrate professional poise and confidence
- In-depth knowledge of presentation preparation
- Strong ability to effectively communicate complex information to differing levels of audience sophistication
- Ability to effectively use multi-media tools and techniques
Influencing outcomes
- Strong negotiation, interviewing and listening skills
- Ability to effectively manage difficult conversations
- Strong relationship-building skills
- Ability to exercise resiliency
Problem solving skills
- Excellent customer service skills and responsiveness
- Resourcefulness; ability to adjust plans with short notice